Summary: Leader with 7 years progressive experience at Fidelity Investments across technical, product, and team transformation roles. Currently Principal Cloud Engineer on strategic modernization initiatives. Track record: coordinated cross-org initiatives ($65K+ impact), transformed 3+ underperforming teams, presented strategic vision to Head of Fidelity Wealth, pioneered org-scale processes. Active blockchain builder (6+ Web3 shipped products) with institutional finance expertise. Ready to lead: strategic product initiatives—drive product strategy, build high-performing organization, establish competitive market position.
Leadership Capabilities
Strategic Thinking & Executive Impact
Presented APEX platform modernization overview to C-suite stakeholders; demonstrated technical and business context
Managing complex cross-functional dependencies across vendors, infrastructure, data, product teams
Understanding trade-offs between feature velocity, technical health, compliance, and business impact
Deep technical credibility combined with product and business thinking
Ready to Lead Product Organization
Product Strategy & Vision: Define market positioning for institutional crypto; establish roadmap across multi-product portfolio; competitive positioning aligned with institutional requirements
Organization Building: Scale from individual teams to multi-team function; design organizational structures; develop emerging leaders and succession pipeline
P&L Ownership: Manage budget, ROI decisions, vendor relationships, talent acquisition; balance innovation investment with operational sustainability
Executive Partnership: Regular engagement with senior leadership on strategic direction, competitive landscape, resource allocation, risk/compliance considerations
Talent Development: Establish career development, recruit and retain top talent in competitive market (institutional + crypto), coach future leaders
Strategic Impact & Highlights
Executive Leadership Impact
Selected to present APEX platform modernization overview to Head of Fidelity Wealth; articulated business and technical context
Pioneered continuous planning model adopted across organizational cohorts; influenced enterprise Agile/Scrum practices
Organization & Talent Development
Transformed 3+ underperforming teams into high-performing delivery units: +35% velocity predictability, +60% deployment frequency, zero production incidents
Developed emerging leaders through coaching and mentoring; created scalable team practices adopted across product areas
Built psychological-safety focused culture that became organizational model for team transformation
Portfolio & Business Impact
$65K+ savings through strategic vendor decisions and optimization initiatives
Vendor ecosystem management and strategic partnership integration (Photon, NCR, Refinitiv)
Professional Experience
Principal Cloud Engineer – Security Master Platform
July 2025 – Present
Fidelity Investments
Executive Strategic Presentation: Selected to present APEX migration strategy to Head of Fidelity Wealth; articulated modernization vision and communicated business value (expanded ETF classification, enriched metrics/data features, infrastructure cost efficiency); gained C-suite alignment
Architecture & Roadmap: Defined technical approach for reference data cloud migration; ensured scalability and long-term capability expansion
Cross-Functional Coordination: Managed dependencies across infrastructure, data, product teams and Photon agency partner; facilitated stakeholder alignment
Accelerated Delivery: Led Base API and Cache Distributor deployments ahead of schedule, enabling early validation and risk mitigation
Scrum Master, Executive Leading Scrum of Scrum – TTAS Cohort
March 2023 – July 2025
Fidelity Investments
Multi-Squad Coordination: Coordinated 3+ squads; managed dependencies and prioritization across interdependent feature delivery
Continuous Planning Innovation: Pioneered continuous planning adoption enabling 15% faster value delivery; scaled practices across organizational cohorts
Taxmanian Devils Squad Transformation: Increased velocity predictability 35%, deployment frequency +60%, achieved advanced resiliency rating (first in domain); squad became organizational standard
Scrum Master – Money Movement (Check Deposit Squad)
October 2021 – May 2023
Fidelity Investments
Metrics-Driven Transformation: Implemented capacity planning + velocity averaging; reduced carry-over from 30+ points to zero; achieved highest sprint scores in squad history
Psychological Safety Culture: Built foundation enabling teams to surface issues earlier; JIRA documentation standard increased cross-team pickup by 50%; team engagement scores +45%
WIP Optimization: Reduced concurrent stories 6/12, improving focus and completion rates +35%; story decomposition reduced cycle time 40%
Critical Delivery Under Pressure: Log4J crisis response: 89-point sprint (vs. typical 43 points) while adapting priorities
Knowledge Management: Centralized KT repository reducing onboarding time 50%; established monthly Learning Days; pairing program reduced single-point expertise 70%
Organizational Impact: Facilitated 80+ person quarterly demo; shared transformation practices across 3+ additional squads; Fidelity Shout Out Award - "Owns the Outcome"
Senior Software Engineer – Money Movement (Check Deposit Squad)
May 2021 – October 2021
Fidelity Investments
Technical Lead & Squad Support: Dual-hat role supporting squad as Senior Engineer while transitioning to Scrum Master; led cross-browser compatibility upgrades and security patches
Production Operations: Established squad production rotation program; fixed critical Chrome 92 iframe issue preventing business customer transactions; resolved multiple ICL service and UI defects
Team Transformation: Implemented swarming approach enabling team to shift from 30+ point sprint carry-over to completing commitments + additional work; expanded refinement sessions improving story definition
Infrastructure & Tools: Masked PII information in logging/Datadog; created PDF viewing solution for EOD UI; cross-trained squad members on T-shaped development
Software Engineer – Security Master Platform
June 2020 – May 2021
Fidelity Investments
DPC Initiative (Data Processing Cloud): Architected parallel ingestion for large vendor files; implemented pandas/numpy data processing; built database optimization handling volume constraints and data consistency
Bulk STP Automation: Designed and delivered product automating security setup requests (top-priority for Operations Support Group)
Vendor Modernization (Refinitiv): Vendor onboarding and data matching; Refinitiv reference data integration; re-matching logic development
Appian Vendor Replacement: Product conception, business case, solution design; delivered $65K+ annual savings while improving operational flexibility
Pricing Control Center Dashboard: Identified visibility gap, designed prototype, led design conversations; recommendations adopted in production
Pricing UI Modernization: Comprehensive redesign proposal addressing UX gaps; influenced platform direction through design thinking
Web3 & Blockchain Project Portfolio
Active builder in crypto space demonstrating hands-on understanding of blockchain mechanics, DeFi primitives, and user-centric Web3 design. 6+ shipped products across smart contract platforms, DeFi, NFT gaming, and infrastructure.
Projects: AI Viber Coder • Staking Platform • AppLayer User Portal • Telegram NFT Game • Blockscout Explorer • Wallet System
Crypto Builder Credibility – Real Web3 products shipped (DeFi, NFT platforms, wallets). Not theoretical. Can evaluate technical approaches and guide product architecture with authority.
Fidelity Institutional Rigor – 7 years across multiple operational domains. Deep understanding of compliance, regulatory environment, stakeholder dynamics. Currently Principal Cloud Engineer on strategic initiatives.
Strategic & Executive Thinking – Presented APEX strategy to Head of Fidelity Wealth. Translates between technical depth and C-suite business impact.
Proven Team Leadership – 3+ squads transformed (+35% velocity, +60% deployment frequency). Built psychological safety culture. Ready to lead multi-team product function.
P&L & Business Thinking – $65K+ measurable impact. Strategic vendor decisions. Understanding platform economics and long-term runway. Managing complex partnerships.
Bridge Builder – Credible with institutional stakeholders and crypto community. Navigate institutional risk while maintaining crypto innovation velocity.